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How warehouse management works

Warehouse management records the physical movement of goods and lets you check stock balances.

Warehouse process diagram

Main documents​

  • Goods Receipt Note: receipt from a supplier or return from a customer.
  • Goods Release Note: delivery to a customer or return to a supplier.
  • Stock Transfer: movement between warehouses.
  • Internal Warehouse Transfer: movement between bins in the same warehouse.
  • Goods repackaging: changes packaging without changing the total number of units.
  • Stock Adjustment: records differences between physical and recorded stock.

Relationship with Purchases and Sales​

Receipts and releases represent physical movements, while invoices record commercial transactions. They can therefore take place at different times.

A Purchase Order tracks quantities received and outstanding. A Sales Order tracks quantities released and outstanding.

Checking stock and movements​

The Warehouse Stock and Warehouse Movements reports let you analyze quantities by warehouse, product and, where applicable, bin, characteristic or batch.